Kevin E. Silverman, Cfa®

Kevin E. Silverman, Cfa® Email and Phone Number

Portfolio Manager, Carmel Capital Partners @ Carmel Capital Partners
Kevin E. Silverman, Cfa®'s Location
Greater Chicago Area, United States, United States
Kevin E. Silverman, Cfa®'s Contact Details

Kevin E. Silverman, Cfa® personal email

Kevin E. Silverman, Cfa® phone numbers

About Kevin E. Silverman, Cfa®

Accomplished institutional investment professional with deep experience in portfolio management, wealth advisory, equity and fixed income analysis, asset allocation and risk meaurement. Long career in money management, capital markets, C-Suite advisory, valuation and investment banking. Earned four "Manager of the Decade" designations by PSN/Informa, three for a small cap value strategy and one for a large cap value strategy. Developed a Risk Optimization program for family offices and small RIAs to properly align risk and return for their internal advisors. Now serving as a Portfolio Manager/Wealth Advisor at Carmel Capital, these institutional programs are available to high net-worth individuals and families for the first time.

Kevin E. Silverman, Cfa®'s Current Company Details
Carmel Capital Partners

Carmel Capital Partners

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Portfolio Manager, Carmel Capital Partners
Kevin E. Silverman, Cfa® Work Experience Details
  • Carmel Capital Partners
    Portfolio Manager
    Carmel Capital Partners Sep 2023 - Present
    San Diego, California, Us
    Carmel Capital is a research-centric wealth advisory boutique, with a focus on finding solutions for clients. The firm delivers a very personalized level of client service with primary research and active management at the core of its differentiated offering.
  • Madison Partners, Lc
    Founder
    Madison Partners, Lc Sep 1998 - Present
    Portfolio Management/Equity Research/Risk Management/Asset Allocation
  • Sterling Partners Equity Advisors
    Chief Investment Officer
    Sterling Partners Equity Advisors Dec 2016 - Jun 2023
    Chicago, Il, Us
    Portfolio Management/Equity Research/Asset Allocation/Risk Management
  • Falcon Capital Management
    Co-Founder / Chief Investment Officer
    Falcon Capital Management Feb 2015 - Dec 2016
    Asset Allocation/Equity Research/Portfolio Management
  • Dearborn Partners
    Managing Director | Partner
    Dearborn Partners 2010 - Feb 2015
    Chicago, Il, Us
    Dearborn Partners | Third River DivisionEquity Research & Portfolio Management
  • Third River Capital Management
    Co-Founder / Chief Investment Officer
    Third River Capital Management 2004 - 2010
    Asset Allocation/Equity Research/Portfolio Management
  • Abn Amro Bank N.V.
    Managing Director
    Abn Amro Bank N.V. 1998 - 2004
    Amsterdam, Nl
    Investment Management 2001 - 2004ABN AMRO Growth & Inc Fund Sr. AnalystCapital Markets - 1998 - 2001Senior Equity Research AnalystConsumer Discretionary Sector Research
  • Everen Securities Inc  (Now Wells Fargo Securities)
    Managing Director
    Everen Securities Inc (Now Wells Fargo Securities) 1991 - 1998
    Capital Markets - Senior Equity Research AnalystCoverage Included: Consumer Discretionary, Industrial/Healthcare Distribution and Telecom
  • Harris Associates
    Equity Analyst
    Harris Associates 1984 - 1991
    Chicago, Il, Us
    Generalist
  • Stifel Nicolaus
    Vice-President, Equity Analyst
    Stifel Nicolaus 1983 - 1984
    St. Louis, Mo, Us
    Coverage of Telecom and Software Sectors
  • Duff & Phelps
    Equity Analyst
    Duff & Phelps 1981 - 1983
    Chicago, Illinois, Us
    Coverage of Building Materials and Forest Products Sectors

Kevin E. Silverman, Cfa® Skills

Portfolio Management Investments Investment Management Capital Markets Equities Asset Management Mutual Funds Equity Research Valuation Financial Modeling Alternative Investments Financial Research Hedge Funds Equity Valuation Securities Private Equity Asset Allocation Asset Managment Fixed Income Financial Analysis Options Fund Of Funds Equity Analysis Etfs Portfolio Managers Investment Strategies Financial Markets Value Investing

Kevin E. Silverman, Cfa® Education Details

  • Wisconsin School Of Business
    Wisconsin School Of Business
    Finance
  • University Of Wisconsin-Madison
    University Of Wisconsin-Madison
    Marketing
  • Burlington High School
    Burlington High School
    Graduate
  • Chatsworth High School
    Chatsworth High School
    Student
  • Nobel Junior High School
    Nobel Junior High School
    Graduate
  • Darby Avenue School
    Darby Avenue School
    Graduate

Frequently Asked Questions about Kevin E. Silverman, Cfa®

What company does Kevin E. Silverman, Cfa® work for?

Kevin E. Silverman, Cfa® works for Carmel Capital Partners

What is Kevin E. Silverman, Cfa®'s role at the current company?

Kevin E. Silverman, Cfa®'s current role is Portfolio Manager, Carmel Capital Partners.

What is Kevin E. Silverman, Cfa®'s email address?

Kevin E. Silverman, Cfa®'s email address is ks****@****ors.com

What is Kevin E. Silverman, Cfa®'s direct phone number?

Kevin E. Silverman, Cfa®'s direct phone number is +130380*****

What schools did Kevin E. Silverman, Cfa® attend?

Kevin E. Silverman, Cfa® attended Wisconsin School Of Business, University Of Wisconsin-Madison, Burlington High School, Chatsworth High School, Nobel Junior High School, Darby Avenue School.

What skills is Kevin E. Silverman, Cfa® known for?

Kevin E. Silverman, Cfa® has skills like Portfolio Management, Investments, Investment Management, Capital Markets, Equities, Asset Management, Mutual Funds, Equity Research, Valuation, Financial Modeling, Alternative Investments, Financial Research.

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